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American Eagle Outfitters Inc

AEO
Exchange
NYSE
Industry
Retail-Family Clothing Stores
SEC CIK
0000919012

In the last 90 days, American Eagle Outfitters Inc insiders filed 0 open-market purchases and 3 sales; 345 institutions reported holding it in 13F filings for Q2 2026, worth $2.89B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in American Eagle Outfitters Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
383
+55 vs. Q3 2025
Shares held
159.2M
−6.81M (−4.1%) vs. Q3 2025
Total value
$4.20B
+$1.36B (+47.8%) vs. Q3 2025
New holders
94
119 more added
Sold out
39
132 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AEO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 383 institutions
Q1 2021: 309 institutionsQ2 2021: 337 institutionsQ3 2021: 307 institutionsQ4 2021: 323 institutionsQ1 2022: 308 institutionsQ2 2022: 303 institutionsQ3 2022: 291 institutionsQ4 2022: 291 institutionsQ1 2023: 293 institutionsQ2 2023: 278 institutionsQ3 2023: 287 institutionsQ4 2023: 306 institutionsQ1 2024: 350 institutionsQ2 2024: 352 institutionsQ3 2024: 355 institutionsQ4 2024: 347 institutionsQ1 2025: 341 institutionsQ2 2025: 323 institutionsQ3 2025: 335 institutionsQ4 2025: 383 institutionsQ1 2026: 366 institutionsQ2 2026: 345 institutions
Value heldQ4 2025: $4.20B
Q1 2021: $5.14BQ2 2021: $6.93BQ3 2021: $4.60BQ4 2021: $4.60BQ1 2022: $3.06BQ2 2022: $2.02BQ3 2022: $1.71BQ4 2022: $2.42BQ1 2023: $2.31BQ2 2023: $2.10BQ3 2023: $2.97BQ4 2023: $4.06BQ1 2024: $5.03BQ2 2024: $3.80BQ3 2024: $4.19BQ4 2024: $2.98BQ1 2025: $1.99BQ2 2025: $1.52BQ3 2025: $2.85BQ4 2025: $4.20BQ1 2026: $2.77BQ2 2026: $2.89B
Institutions holding AEO and their total value by quarter
QuarterHoldersValue
Q2 2026345$2.89B
Q1 2026366$2.77B
Q4 2025383$4.20B
Q3 2025335$2.85B
Q2 2025323$1.52B
Q1 2025341$1.99B
Q4 2024347$2.98B
Q3 2024355$4.19B
Q2 2024352$3.80B
Q1 2024350$5.03B
Q4 2023306$4.06B
Q3 2023287$2.97B
Q2 2023278$2.10B
Q1 2023293$2.31B
Q4 2022291$2.42B
Q3 2022291$1.71B
Q2 2022303$2.02B
Q1 2022308$3.06B
Q4 2021323$4.60B
Q3 2021307$4.60B
Q2 2021337$6.93B
Q1 2021309$5.14B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding American Eagle Outfitters Inc; share changes are against Q3 2025.

Institutions holding AEO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Axq Capital, LP30,128$794.5K0.18%+30,128New
Weiss Asset Management LP30,330$799.8K0.01%+30,330New
Bank of Montreal30,923$815.4K0.00%−251−0.8%Reduced
ProShare Advisors LLC30,991$817.2K0.00%+389+1.3%Added
Jennison Associates LLC32,754$863.7K0.00%+32,754New
Picton Mahoney Asset Management33,584$885.6K0.01%+33,526+57,803.4%Added
Amundi33,822$891.9K0.00%+3,873+12.9%Added
Ausdal Financial Partners, Inc.34,069$898.4K0.04%+326+1.0%Added
Connor, Clark & Lunn Investment Management Ltd.34,156$900.7K0.00%+34,156New
Caption Management, LLC34,500$909.8K0.04%00.0%Unchanged
Numerai GP LLC34,926$921.0K0.11%+34,926New
Lighthouse Investment Partners, LLC35,977$948.7K0.03%+35,977New
Oregon Public Employees Retirement Fund35,997$949.2K0.01%−299−0.8%Reduced
Nisa Investment Advisors, LLC35,999$949.3K0.00%−14,079−28.1%Reduced
Diversified Trust Co36,241$955.7K0.02%+1,350+3.9%Added
Night Squared LP37,965$1.00M0.28%+37,965New
Wealth Enhancement Advisory Services, LLC36,017$1.02M0.00%+8,154+29.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys38,988$1.03M0.01%−2,050−5.0%Reduced
Handelsbanken Fonder AB39,592$1.04M0.00%−1,200−2.9%Reduced
Uhlmann Price Securities, LLC39,626$1.04M0.62%−1,755−4.2%Reduced
Teachers Retirement System of the State of Kentucky40,219$1.06M0.01%−4,423−9.9%Reduced
Investors Research Corp40,889$1.08M0.20%−19,225−32.0%Reduced
TCM Advisors, LLC–$1.08M0.91%––
Stifel Financial Corp41,884$1.10M0.00%−54,178−56.4%Reduced
Police & Firemen's Retirement System of New Jersey42,647$1.12M0.01%−2,362−5.2%Reduced
Legacy Capital Group California, Inc.43,229$1.14M0.28%−399−0.9%Reduced
Arizona State Retirement System44,223$1.17M0.01%−4,485−9.2%Reduced
Pinnacle Associates Ltd45,069$1.19M0.02%+1,043+2.4%Added
Segall Bryant & Hamill, LLC45,197$1.19M0.02%−1,322,156−96.7%Reduced
Amalgamated Bank45,837$1.21M0.01%−445−1.0%Reduced
Yousif Capital Management, LLC47,881$1.22M0.01%−7,638−13.8%Reduced
Aigen Investment Management, LP47,334$1.25M0.29%+47,334New
State Board of Administration of Florida Retirement System48,242$1.27M0.00%−4,954−9.3%Reduced
Magnetar Financial LLC49,886$1.32M0.01%+49,886New
Rockefeller Capital Management L.P.54,163$1.43M0.00%−41,338−43.3%Reduced
KLP Kapitalforvaltning AS54,800$1.45M0.01%−11,400−17.2%Reduced
Polaris Capital Management, LLC54,900$1.45M0.12%+2,200+4.2%Added
Vinva Investment Management Ltd36,472$1.45M0.02%+36,472New
Meitav Dash Investments Ltd55,586$1.47M0.02%+55,586New
State of Tennessee, Treasury Department64,637$1.51M0.00%−7,673−10.6%Reduced
Blueshift Asset Management, LLC57,989$1.53M0.44%+57,989New
Occudo Quantitative Strategies LP58,037$1.53M0.10%+58,037New
Cerity Partners LLC58,382$1.54M0.00%+19,952+51.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)61,524$1.62M0.00%+3,707+6.4%Added
CWM, LLC62,493$1.65M0.00%+10,033+19.1%Added
Advisor Group Holdings, Inc.63,496$1.67M0.00%−1,598−2.5%Reduced
Verition Fund Management LLC63,979$1.69M0.01%−89,418−58.3%Reduced
Brinker Capital Investments, LLC64,635$1.70M0.01%−10,619−14.1%Reduced
Raymond James Financial Inc64,886$1.71M0.00%−93,266−59.0%Reduced
State of Wisconsin Investment Board65,281$1.72M0.00%−85,653−56.7%Reduced
Matauro, LLC67,774$1.79M0.27%−1,641−2.4%Reduced
Mariner, LLC68,347$1.80M0.00%+7,090+11.6%Added
Nomura Holdings Inc69,723$1.84M0.01%+19,814+39.7%Added
Decker Retirement Planning Inc.70,265$1.85M0.92%+70,265New
Envestnet Asset Management Inc70,269$1.85M0.00%−35,764−33.7%Reduced
HSBC Holdings PLC69,941$1.85M0.00%+49,924+249.4%Added
Manufacturers Life Insurance Company, The71,923$1.90M0.00%−6,842−8.7%Reduced
Louisiana State Employees Retirement System72,100$1.90M0.03%−2,000−2.7%Reduced
Illinois Municipal Retirement Fund73,647$1.94M0.02%+18,313+33.1%Added
Mirae Asset Global ETFs Holdings Ltd.74,120$1.95M0.00%−1,412−1.9%Reduced
Janus Henderson Group PLC74,598$1.97M0.00%+11,410+18.1%Added
Squarepoint Ops LLC76,054$2.01M0.00%−141,796−65.1%Reduced
New York State Common Retirement Fund76,067$2.01M0.00%−273,797−78.3%Reduced
Mitsubishi UFJ Trust & Banking Corp77,839$2.05M0.00%−3,185−3.9%Reduced
Voya Investment Management LLC78,877$2.08M0.00%+5,431+7.4%Added
Bridge City Capital, LLC80,080$2.11M0.62%−100,834−55.7%Reduced
Bridgeway Capital Management, LLC83,000$2.19M0.05%+83,000New
SummerHaven Investment Management, LLC83,366$2.20M1.25%00.0%Unchanged
Centiva Capital, LP83,512$2.20M0.13%+83,512New
Paradigm Capital Management Inc84,775$2.24M0.09%00.0%Unchanged
SG Americas Securities, LLC85,918$2.27M0.00%+41,458+93.2%Added
Polymer Capital Management (US) LLC86,338$2.28M0.29%+35,584+70.1%Added
Gabelli Funds LLC87,171$2.30M0.02%00.0%Unchanged
MetLife Investment Management87,817$2.32M0.01%−5,430−5.8%Reduced
State of Alaska, Department of Revenue90,130$2.38M0.03%−418−0.5%Reduced
Citigroup Inc92,891$2.45M0.00%−7,629−7.6%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital94,930$2.50M0.03%−196,792−67.5%Reduced
Intech Investment Management LLC95,584$2.52M0.02%+12,798+15.5%Added
PEAK6 LLC95,735$2.52M0.07%−133,223−58.2%Reduced
Lotus Technology Management, LP96,325$2.54M1.41%+96,325New
Neo Ivy Capital Management97,361$2.57M0.41%+73,769+312.7%Added
Mackenzie Financial Corp96,674$2.58M0.00%+85,394+757.0%Added
Diamond Hill Capital Management Inc98,429$2.60M0.01%−60,907−38.2%Reduced
Ieq Capital, LLC102,610$2.71M0.01%+36,519+55.3%Added
Comerica Bank103,794$2.74M0.01%+11,087+12.0%Added
EAM Investors, LLC112,134$2.96M0.33%+112,134New
XTX Topco Ltd116,248$3.07M0.08%+67,688+139.4%Added
State of New Jersey Common Pension Fund D123,249$3.25M0.01%+123,249New
Acadian Asset Management LLC131,738$3.47M0.01%+131,738New
Venture Visionary Partners LLC134,017$3.53M0.12%−112,660−45.7%Reduced
Natixis137,345$3.62M0.01%+137,345New
Deutsche Bank AG137,778$3.63M0.00%−9,507−6.5%Reduced
Soros Capital Management LLC143,343$3.78M0.99%+103,448+259.3%Added
Lazard Asset Management LLC144,920$3.82M0.01%+125,217+635.5%Added
Royal Bank of Canada145,827$3.85M0.00%−369,974−71.7%Reduced
Thrivent Financial for Lutherans151,524$4.00M0.01%−1,599−1.0%Reduced
California State Teachers Retirement System153,505$4.05M0.00%−327−0.2%Reduced
Bessemer Group Inc163,214$4.30M0.01%+162,699+31,592.0%Added
Great West Life Assurance Co164,307$4.33M0.01%+17,059+11.6%Added
Lakewood Capital Management, LP175,900$4.64M0.32%−470,000−72.8%Reduced